Client Finder

View Accounts By

View All

Upgrade Now

To view your book of business, you will need
your AE# and client account numbers from two separate households.


Recent Clients

Log In

Forgot Password?

Don't have an account? Register Now

Log In

You are already registered with us.
Please enter your password below to continue.

Forgot Password?

Don't have an account? Register Now

Your Consultants


Contact Us


Transaction Alerts

Based on your transaction alert preferences, the following are the latest transaction alerts as of

All Transaction Details

Transaction Alerts

Get alerts when your client accounts have pending transactions, such as purchases over $10,000, full redemptions and more.

Set up your transaction alerts now!

Transaction Alerts

Please log in for transaction alerts

Forgot Password?

Don't have an account? Register Now

Customized Wealth Management Conversations

Our new digital tool brings a full suite of presentations you can customize to address
your clients' needs and concerns right to your hand-held mobile device.

Bw compelling wealth management conversations 960x334

Compelling Wealth Management Conversations

Ideas to help financial advisors guide client investment decisions and keep them on track.

View Article

Quarterly Client Conversations Webcast Series

A webinar series on how to redirect an investor’s emotions to market opportunities.

Watch Video

Ease Client Fears to Better Manage Their Assets

Easing clients' fears is critical to successfully managing their portfolios.

View Article

Perspectives on Emerging Markets

Bw swirl 620x349

Three Reasons to Believe in Emerging Market Stocks

Avoiding exposure to emerging markets means missing out on high potential opportunities.

View Article
Bw innovation opens investment opportunities 620x349

Innovation Opens Investment Opportunities

Investments in innovation focus on long-term opportunities rather than short-term trends.

Watch Video
Bw emerging markets china justin leverenz 620x349

The Rare Opportunity in Emerging Markets

Why we're looking to the long-term and investing in emerging markets.

Watch Video

Invest in Disruptors, Facilitators, and Niche Players

Bw small cap stocks 960x334

Selectivity is Key for Small- and Mid-Cap Investors

A large, diverse universe of small- and mid-cap stocks requires active management.

Watch Video

Mid-Cap Stocks: An Option for the Growth-Hungry

In a world where growth can be elusive, mid-cap stocks offer access to fast-growing firms.

Watch Video

Domestic Equity

Discovery Mid Cap Growth Fund


The Strategy typically invests in mid-cap U.S. growth stocks.



Share Price


up $0.09

609.19 Million Total Assets

  • 1
  • A

Avoiding the Global Deflation Trap

Bw market insights homepage 620x349

Deflation Concerns and the Risk of Policy Mistakes

Global policymakers must deploy appropriate strategies to offset deflationary pressures.

View Article

September Jobs Data End Talk of 2015 Fed Rate Hike

September's U.S. jobs report likely ends any chance of Fed tightening in 2015.

View Article
  1. 1. Special Risks:  Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes, regulatory and geopolitical risks. Emerging and developing market investments may be especially volatile. Investments in securities of growth companies may be volatile. Mid-sized company stock is typically more volatile than that of larger company stock. It may take a substantial period of time to realize a gain on an investment in a mid-sized company, if any gain is realized at all. Diversification does not guarantee profit or protect against loss.
  2. A. Daily net asset value and dollar change of the fund is as of the previous business day's closing. Fund net asset values are updated at approximately 7 p.m. ET daily.
Tiny Button Small Button Large Button Default Button Secondary Button Framed Button Framed Button ( Small Caps )